Agent Portal - 360° Agent's Workplace
Discover our comprehensive system for automating the work of insurance agents, trusted by leading insurers such as Warta (HDI/TalanxGroup), Allianz and Vienna Insurance Group.
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Agent Portal - 360° Agent's Workplace
Agent Portal serves as a comprehensive insurance CRM, empowering agents to manage the full sales workflow - from initial quoting and calculations to policy issuance, post-sale service, and customer support. This enables agents to operate efficiently, deliver exceptional client service, and drive better sales outcomes.
Access to real-time information
and KPIs
The Agent Portal gives agents and managers instant access to personalized data on sales performance, client portfolios, and commissions, enabling real-time performance tracking and informed business decision-making.
Automation of sales and post-sales processes
The system automates the entire policy lifecycle, from rapid multi-carrier quoting and binding to handling renewals, which significantly reduces an agent's administrative workload and minimizes the risk of errors.
Scalability and architectural flexibility
Its modern, microservices-based architecture ensures high system performance, even with a large number of users, and allows for easy expansion and flexible integration with other tools.
Everything In One Place
Empower your network of insurance agents with an intuitive and comprehensive tool that enables them to effortlessly sell insurance products, access client information and portfolios, and carry out their daily activities on a centralized platform.
6 Modules That You Buy Together Or Separately
Our insurance software for insurers as an all-in-one solution. It is made up of 6 modules: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims, Commission & Billing.
Sales Module
Accelerate the sales process by better matching offers to customer needs (customer experience).
360° Customer View Module
Gain full customer view based on real-time information from several sources.
360° Agent View Module
Explore business data insights, communication tools and sales support solutions for agents.
Key Technology Features
Legacy systems and fragmented sales networks are slowing insurers down. Our technology helps you modernize and stay competitive.
Modular Architecture
We adopt a flexible,modular architecture for our insurance software platform. This enables the rapid scaling of specific components and seamless technology upgrades that can be implemented gradually. With our LEGO-like approach, different application scan be combined effortlessly, allowing modules to be added or removed without affecting the rest of the system.
Maximizing Security
We take data protection seriously. Our approach prevents customer data from being stored in logs, encrypts sensitive information in transit, and uses secure authentication methods such as Single Sign-On (SSO) and OAuth2.All connections to our insurance platform are fully encrypted. Independent security audits consistently rank our software among the most secure in the industry.
Performance
We aim to deliver an exceptional user experience. Our technology eliminates waiting times and enables near-instant operations that used to take minutes.
Mobile-Ready
We design user interfaces (UI) and experiences (UX) that ensure effortless navigation and immediate effectiveness.By leveraging Responsive Web Design (RWD) and Progressive Web Applications (PWA), we make our insurance software accessible and efficient across all devices.
Cloud-Ready Software
Our modules are containerized for seamless deployment in both on-premises and cloud environments. This cloud-native design ensures flexibility and scalability — whether you prefer local application servers, Kubernetes on your infrastructure, or public cloud providers.
Scalability
Our insurance software solutions are built to be stateless or to synchronize state using external tools such as databases or queues. This architecture allows for effortless deployment of multiple module instances. By leveraging Kubernetes and other orchestration tools, we dynamically adjust the number of instances based on system load, ensuring efficient scaling with demand.
Omnichannel
We enable seamless integration with multi-agency systems and direct sales channels. Our flexible approach allows us to expose different channels via slightly modified sales forms or entirely new interfaces — all integrated with backend services through APIs. This setup supports transparent reporting and helps analyze insurance product performance across multiple sales channels.
API
Our solutions are built for seamless system communication, offering APIs in REST or SOAP, depending on requirements. We provide these APIs using the OpenAPI standard with Swagger documentation. Security is our priority — APIs are protected against unauthorized access using Basic Auth, OAuth2,and OpenID Connect.
Benefits
Used by the World's Leading Companies






Implement Insurance Software On Time & Within Budget
We present simple steps to ensure a smooth and successful implementation of insurance software. Whether you are upgrading existing systems or implementing new solutions, these tips will help you navigate the process confidently, minimize disruptions, and maximize your return on investment. These are the same steps we follow in our clients' projects.

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